The Delinquency Performance dashboard provides analytical insight into rent collection performance across one or more properties. Interactive tiles, charts, and a property grid help analyze collection performance over time, compare results across properties, and monitor key payment metrics.
Note: The Delinquency Performance tab is used to analyze payment and collection performance across properties and time periods. To monitor and manage individual resident delinquency and outstanding accounts receivable (A/R), use the Delinquency dashboard.
The Delinquency Performance dashboard is available in CRM IQ and Voyager 8, depending on your user role. From the top menu select Residents > Delinquency, then select the Delinquency Performance tab.
Prerequisites
This feature is currently in beta.
Access to the Delinquency Performance tab requires the following Voyager 8 permission and company-level setting:
Permission name: Voyager 8: Delinquency Dashboard - Show Performance Tab
This permission must be configured by a user with the Voyager Admin role. From the System Administration Dashboard, select Home > Set Permissions, and assign Access to the permission for the applicable user group.Company-level setting: Show delinquency performance tab
From the top Settings menu, select Configure Settings. On the side menu, select Accounting > General, enable Show delinquency performance tab, and save the changes.
Dashboard filters
Use the filters at the top of the dashboard to define the data displayed throughout the dashboard. Select Search to load or update the summary tiles, charts, and property grid.
You can save filter sets that you frequently use on the Delinquency Performance dashboard. Saved filters are unique to your user profile. For more information about creating and managing saved filters, see Saved filters.
Standard filters
Filter | Description |
As Of Month | Defines the month and year used to retrieve dashboard data. By default, the current month is selected. |
Property | Displays collection data for the selected property or property list. If no selection is made, the dashboard displays data for all properties. Select Show Inactive to include inactive properties in the selection. NOTE By default, this filter shows the property or property list assigned in My Profile. |
Resident Status | Filters by resident status. By default, the following resident statuses appear in the dashboard: Current, Past, Future, Eviction, Notice, Vacant, Applicant, Canceled, Wait List. |
Charge Code | Filters by specific charge codes. By default, all charge codes for the selected properties appear in the dashboard. |
Preset Dates | Defines the reporting period using preset or custom date range. Selecting a preset updates the Date Range fields Date Range. Preset options include: Prior Calendar Month, Prior Calendar Quarter, Trailing 30 Days, Month-to-Date, Quarter-to-Date, Custom. |
Date Range | Displays the reporting period based on the selected Preset Dates option. When Custom is selected, the desired start and end dates must be entered. NOTE: When selecting a date range, choose the period in which the charge due dates occur. Charges are included based on their due dates. |
More | Displays additional filtering options. |
More filters
Select More to access additional options.
Filter | Description |
Comparison Period | Compares dashboard metrics with the selected reporting period. Options include:
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Time Aggregation Method | Determines how time-based metrics are calculated. Options include:
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Dashboard tiles
The tiles at the top of the dashboard summarize key performance metrics. Values update based on the selected filters and comparison period.
Amount
The Amount tile summarizes billed, collected, and unpaid charges for the selected period. Variance values below each metric compare the selected period to the prior period selected in the Comparison Period filter under More.
Metric | Description |
Total Billed | Total amount billed for charges with a due date in the selected period. |
Total Collected | Total amount received for charges with a due date in the selected period. |
Total Unpaid | Total amount outstanding for charges with a due date in the selected period. |
Rates
The Rates tile displays collection and payment metrics for the selected period. Collected, On-Time Payment, and Late Payment are displayed as percentages. The Late Payment metric also displays the total late fees charged. Variance values below each metric compare the selected period to the prior period selected in the Comparison Period filter under More.
Metric | Description |
Collected | The share of billed amounts that were collected in the selected period. |
On-Time Payment | The share of amounts collected before the late date in the selected period, including pre-payments, on-time payments, and grace-period payments. |
Late Payment | The share of amounts collected after the late date in the selected period. Fee Amount displays the total late fees charged in the selected period. |
Time
The Time tile displays collection timing metrics for the selected period. Values are calculated using the time aggregation method selected in the Time Aggregation Method filter under More. The selected aggregation method is displayed next to each metric to indicate how the values were calculated (for example, Average). Variance values below each metric show the increase or decrease in days compared to the prior period selected in the Comparison Period filter under More.
Metric | Description |
Days to Collect | Number of days from the due date to payment for all payments due in the selected period. Early and on-time payments count as zero days. |
Days Late | Number of days from the late date to payment for all payments due in the selected period. |
Payment Distribution chart
The Payment Distribution stacked bar chart displays when payments are made by day of the month. Use the display metric to switch between resident counts, percentages, or monetary values. When the selected period spans multiple months (for example, Quarter-to-Date), payments are grouped by day of the month across the selected period. Use this chart to identify when payments are typically received throughout the month. Select Full Screen to expand the chart for a larger view.
Display metrics
Select a metric to change the chart display without changing the underlying dataset.
Option | Description |
Residents | Displays resident counts. |
Rates | Displays percentages. |
Amount | Displays monetary values. |
Payment status
Bars are color-coded by payment status. By default, all payment statuses are included in the chart. Select one or more payment statuses in the legend to include or exclude them from the chart. Hover over a bar to view a breakdown of the selected metric by payment status, including the total value.
Status | Description |
Pre-Paid | Payment made before the due date. |
Paid On Time | Payment made on the due date. |
Paid During Grace Period | Payment made after the due date but before the late date. |
Paid Late | Payment made on or after the late date. |
Unpaid | Payment has not been received. |
Payments made before the first day or after the last day of the due-date month are grouped into the first or last bar, respectively.
Payment Status by Month chart
The Payment Status by Month stacked bar chart displays the distribution of payment outcomes for each month over the last 13 months. Use the display metric to switch between resident counts, percentages, or monetary values. Use this chart to analyze payment trends over time, evaluate changes in payment outcomes, and compare monthly collection performance. Select Full Screen to expand the chart for a larger view.
Display metrics
Select a metric to change the chart display without changing the underlying dataset.
Option | Description |
Residents | Displays resident counts. |
Rates | Displays percentages. |
Amount | Displays monetary values. |
Payment status
Bars are color-coded by payment status. By default, all payment statuses are included in the chart. Select one or more payment statuses in the legend to include or exclude them from the chart. Hover over a bar to view a breakdown of the selected metric by payment status, including the total value.
Status | Description |
Pre-Paid | Payment made before the due date. |
Paid on Time | Payment made on the due date. |
Paid During Grace Period | Payment made after the due date but before the late date. |
Paid Late | Payment made or after the late date. |
Unpaid | Payment has not been received. |
Property grid
The property grid displays collection performance by property for the selected period. Use the grid to compare collection performance across properties and drill down to resident-level payment details.
Grid actions
Select Residents, Rates, or Amount to change the grid display without changing the underlying dataset.
Select a property name or a linked value in the Total Billed Charges or Payment Status columns to open Property Details, where resident-level payment information can be searched, filtered, sorted, and reviewed.
Select a column heading to sort the grid.
Select Table Settings to customize display settings and columns or export grid data.